| |
|
|
| Name: |
Perfromance Wealth Partners LLC |
| City: |
HINSDALE |
| State: |
IL |
| Zip: |
60521 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
20 |
|
View All Holdings |
Currently
Viewing:
Closed Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
XOM |
Exxon Mobil Corp |
185 |
Closed |
$112.75 |
$0 |
0 |
0% |
-13,482,000 |
-134,848 |
0 |
Integrated Oil & Gas |
|
|
DFIC |
Dfa Dimensional Internation... |
172 |
Closed |
$0.00 |
$0 |
0 |
0% |
-313,000 |
-12,258 |
0 |
N/A |
|
|
DGX |
Quest Diagnostics Inc |
178 |
Closed |
$142.34 |
$0 |
0 |
0% |
-1,691,000 |
-12,268 |
0 |
Medical Laboratories ... |
|
|
EXAS |
Exact Sciences Corp |
184 |
Closed |
$42.93 |
$0 |
0 |
0% |
-350,000 |
-4,737 |
0 |
Biotechnology |
|
|
DFAU |
Dfa Dimensional Us Core Equ... |
171 |
Closed |
$0.00 |
$0 |
0 |
0% |
-386,000 |
-11,614 |
0 |
N/A |
|
|
BP |
BP Plc (ADR) |
177 |
Closed |
$35.26 |
$0 |
0 |
0% |
-1,388,000 |
-39,200 |
0 |
Integrated Oil & Gas |
|
|
VEU |
Vanguard FTSE All-World ETF |
183 |
Closed |
$57.31 |
$0 |
0 |
0% |
-4,337,000 |
-77,245 |
0 |
Closed - End Fund - F... |
|
|
NKE |
Nike Inc B |
170 |
Closed |
$96.55 |
$0 |
0 |
0% |
-7,883,000 |
-72,611 |
0 |
Textile - Apparel Foo... |
|
|
QQQM |
Invesco Nasdaq 100 Etf |
176 |
Closed |
$0.00 |
$0 |
0 |
0% |
-1,088,000 |
-6,457 |
0 |
N/A |
|
|
UNH |
Unitedhealth Group Inc |
182 |
Closed |
$490.69 |
$0 |
0 |
0% |
-4,319,000 |
-8,203 |
0 |
Health Care Plans |
|
|
HYG |
iShares iBoxx $ High Yield ... |
169 |
Closed |
$76.89 |
$0 |
0 |
0% |
-611,000 |
-7,893 |
0 |
Closed - End Fund - E... |
|
|
BNTX |
Biontech Se Adr |
175 |
Closed |
$0.00 |
$0 |
0 |
0% |
-211,000 |
-2,000 |
0 |
N/A |
|
|
VO |
Vanguard Mid Cap VIPERS |
181 |
Closed |
$242.07 |
$0 |
0 |
0% |
-5,830,000 |
-25,060 |
0 |
Closed - End Fund - E... |
|
|
PLNT |
Planet Fitness, Inc. |
168 |
Closed |
$68.07 |
$0 |
0 |
0% |
-206,000 |
-2,828 |
0 |
N/A |
|
|
NOBL |
ProShares S&P 500 Dividend ... |
174 |
Closed |
$0.00 |
$0 |
0 |
0% |
-6,903,000 |
-72,512 |
0 |
N/A |
|
|
SBUX |
Starbucks Corp |
180 |
Closed |
$81.43 |
$0 |
0 |
0% |
-6,179,000 |
-64,359 |
0 |
Specialty Eateries |
|
|
ENVX |
Enovix Corp |
167 |
Closed |
$10.48 |
$0 |
0 |
0% |
-154,000 |
-12,268 |
0 |
N/A |
|
|
DE |
Deere & Co |
186 |
Closed |
$368.58 |
$0 |
0 |
0% |
-203,000 |
-508 |
0 |
Farm & Construction M... |
|
|
EVH |
Evolent Health, Inc. |
173 |
Closed |
$23.48 |
$0 |
0 |
0% |
-637,000 |
-19,282 |
0 |
N/A |
|
|
UPS |
United Parcel Service Inc |
179 |
Closed |
$137.64 |
$0 |
0 |
0% |
-219,000 |
-1,392 |
0 |
AirDelivery & Freight... |
|
